Security record
MSEX
Middlesex Water Company · Utilities · Regulated Water
81Tracked holders
0Δ holders
11.40MShares held
$639.92MReported value
+6New positions
−6Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 81 | 0 | 11.40M | $639.92M | +6 | −6 |
| Q1 2026 | 84 | +5 | 11.19M | $582.43M | +7 | −2 |
| Q4 2025 | 79 | -1 | 12.00M | $605.16M | — | −1 |
| Q3 2025 | 15 | -1 | 7.13M | $386.08M | +1 | −2 |
| Q2 2025 | 13 | 0 | 6.21M | $336.38M | +1 | −1 |
| Q1 2025 | 10 | +1 | 1.62M | $104.09M | +2 | −1 |
| Q4 2024 | 9 | +1 | 1.55M | $81.61M | +3 | −2 |
| Q3 2024 | 7 | -2 | 678.29K | $44.26M | — | −2 |
| Q2 2024 | 9 | — | 839.90K | $43.90M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.13M | +3.9% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 3.13M | +3.9% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 3.13M | +3.9% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 3.13M | +3.9% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 3.13M | +3.9% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 3.13M | +3.9% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 3.13M | +3.9% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 3.13M | +3.9% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 3.13M | +3.9% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 3.13M | +3.9% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 3.13M | +3.9% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 3.13M | +3.9% | $176.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Neuberger Berman Group LLC | 1.60M | +3.5% | $90.08M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Neuberger Berman Group LLC | 1.60M | +3.5% | $90.08M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1.10M | -0.5% | $61.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 1.10M | -0.5% | $61.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 1.10M | -0.5% | $61.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1.10M | -0.5% | $61.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1.10M | -0.5% | $61.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1.10M | -0.5% | $61.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1.10M | -0.5% | $61.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 1.10M | -0.5% | $61.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.10M | -0.5% | $61.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 1.10M | -0.5% | $61.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Vanguard Capital Management Llc | 802.32K | -3.1% | $45.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | State Street Global Advisors ✦ (passive) | 798.24K | +7.3% | $44.83M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 27 | Geode Capital Management ✦ (passive) | 500.56K | +6.5% | $28.12M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passive) | 500.56K | +6.5% | $28.12M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 29 | Legal & General Group Plc | 437.50K | +7.8% | $24.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Legal & General Group Plc | 437.50K | +7.8% | $24.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Legal & General Group Plc | 437.50K | +7.8% | $24.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Dimensional Fund Advisors Lp | 348.43K | +0.8% | $19.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Dimensional Fund Advisors Lp | 348.43K | +0.8% | $19.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Dimensional Fund Advisors Lp | 348.43K | +0.8% | $19.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Dimensional Fund Advisors Lp | 348.43K | +0.8% | $19.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Invesco Ltd. | 280.21K | -3.6% | $15.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Invesco Ltd. | 280.21K | -3.6% | $15.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Invesco Ltd. | 280.21K | -3.6% | $15.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Invesco Ltd. | 280.21K | -3.6% | $15.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Invesco Ltd. | 280.21K | -3.6% | $15.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Northern Trust Corp | 222.75K | +12.4% | $12.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Northern Trust Corp | 222.75K | +12.4% | $12.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Northern Trust Corp | 222.75K | +12.4% | $12.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Northern Trust Corp | 222.75K | +12.4% | $12.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Northern Trust Corp | 222.75K | +12.4% | $12.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Northern Trust Corp | 222.75K | +12.4% | $12.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Charles Schwab Investment… | 193.65K | +0.9% | $10.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 179.02K | +0.8% | $10.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 179.02K | +0.8% | $10.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 179.02K | +0.8% | $10.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Bank of New York Mellon Corp | 179.02K | +0.8% | $10.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 179.02K | +0.8% | $10.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 179.02K | +0.8% | $10.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Two Sigma Investments ✦ | 163.00K | +148.8% | $9.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | First Manhattan Co. Llc. | 141.62K | -1.6% | $7.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | ProShare Advisors LLC | 131.07K | +10.4% | $7.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Renaissance Technologies ✦ | 110.81K | -24.6% | $6.22M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 58 | Principal Financial Group Inc | 107.53K | +2.0% | $6.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Principal Financial Group Inc | 107.53K | +2.0% | $6.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Goldman Sachs Group ✦ | 84.71K | -34.8% | $4.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 61 | Goldman Sachs Group ✦ | 84.71K | -34.8% | $4.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 83.62K | +394.0% | $4.70M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 83.62K | +394.0% | $4.70M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 83.62K | +394.0% | $4.70M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 83.62K | +394.0% | $4.70M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 83.62K | +394.0% | $4.70M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 67 | AQR Capital Management ✦ | 83.62K | +394.0% | $4.70M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 68 | Nuveen, LLC | 57.10K | +45.8% | $3.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Nuveen, LLC | 57.10K | +45.8% | $3.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Nuveen, LLC | 57.10K | +45.8% | $3.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Quantinno Capital Management LP | 51.15K | +36.9% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Rhumbline Advisers | 44.40K | -14.8% | $2.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | UBS AM, a distinct business unit of… | 41.68K | -24.9% | $2.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | UBS AM, a distinct business unit of… | 41.68K | -24.9% | $2.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | UBS AM, a distinct business unit of… | 41.68K | -24.9% | $2.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | UBS AM, a distinct business unit of… | 41.68K | -24.9% | $2.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | UBS AM, a distinct business unit of… | 41.68K | -24.9% | $2.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Bank Of America Corp /De/ | 40.44K | -41.7% | $2.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | UBS Group AG | 39.51K | +10.5% | $2.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | UBS Group AG | 39.51K | +10.5% | $2.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | UBS Group AG | 39.51K | +10.5% | $2.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | UBS Group AG | 39.51K | +10.5% | $2.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | T. Rowe Price ✦ | 37.44K | +17.7% | $2.10M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 84 | Swiss National Bank | 37.26K | +2.8% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Ameriprise Financial Inc | 36.96K | -3.9% | $2.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Ameriprise Financial Inc | 36.96K | -3.9% | $2.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Ameriprise Financial Inc | 36.96K | -3.9% | $2.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | D. E. Shaw & Co. ✦ | 36.20K | +37.1% | $2.03M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 89 | Baird Financial Group, Inc. | 29.88K | -4.8% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Baird Financial Group, Inc. | 29.88K | -4.8% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Citadel Advisors ✦ | 29.72K | -9.2% | $1.67M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 92 | Citadel Advisors ✦ | 29.72K | -9.2% | $1.67M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 93 | Td Asset Management Inc | 29.04K | 0.0% | $1.63M | 0.0% | Held | 3 | SEC ↗ |
| 94 | JPMorgan Chase ✦ | 25.54K | -18.7% | $1.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 95 | JPMorgan Chase ✦ | 25.54K | -18.7% | $1.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 96 | JPMorgan Chase ✦ | 25.54K | -18.7% | $1.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 97 | JPMorgan Chase ✦ | 25.54K | -18.7% | $1.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 98 | JPMorgan Chase ✦ | 25.54K | -18.7% | $1.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 99 | HighTower Advisors, LLC | 24.42K | +0.1% | $1.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Alliancebernstein L.P. | 25.93K | +23.3% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Hrt Financial Lp | $3.52M | was 0.0% |
| Millennium Management | $2.12M | was 0.0% |
| Squarepoint Ops LLC | $1.12M | was 0.0% |
| First Trust Advisors Lp | $334,317 | was 0.0% |
| Point72 Asset Management | $228,656 | was 0.0% |
| BNP Paribas Asset Management… | $10,670 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 219 holders, 15.00M shares, $679.25M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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